Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / NEW ECON REAL ES
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
124K
-
Shares change
-
-195K
-
Total reported value, excl. options
-
$2.24M
-
Value change
-
-$3.53M
-
Number of buys
-
4
-
Number of sells
-
-10
-
Price
-
$18.11
Significant Holders of WISDOMTREE TR - NEW ECON REAL ES (WTRE) as of Q1 2024
21 filings reported holding WTRE - WISDOMTREE TR - NEW ECON REAL ES as of Q1 2024.
WISDOMTREE TR - NEW ECON REAL ES (WTRE) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 124K shares
.
Largest 10 shareholders include AE Wealth Management LLC (26K shares), CITADEL ADVISORS LLC (17.2K shares), BANK OF AMERICA CORP /DE/ (17.1K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (16.7K shares), LPL Financial LLC (14.8K shares), WELLS FARGO & COMPANY/MN (12.6K shares), OSAIC HOLDINGS, INC. (7.12K shares), JTC Employer Solutions Trustee Ltd (5.8K shares), MORGAN STANLEY (4.89K shares), and Steward Partners Investment Advisory, LLC (890 shares).
This table shows the top 16 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.